Anic Equity¶
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Total return since start: 0.691 %¶
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Equity now: -----------------------------> 51654.15 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48455.09 Kr¶
PnL: ---------------------------------------> -632.48 Kr¶
DD now: ---------------------------------> -0.559 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 13:33:32.425939'
Benchmark comparison¶
OMXS30 DJUS NDX DAX
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HMS Networks | 2 | 3.650000 | 806.800000 | 133.800000 | 19.880000 | 673.000000 |
| FM Mattsson Mora Group B | 54 | -3.790000 | 3294.000000 | 114.000000 | 3.580000 | 3180.000006 |
| Nordea Bank Abp | 29 | 0.720000 | 3557.140000 | 103.140000 | 2.990000 | 3453.999992 |
| HEBA B | 70 | 1.830000 | 2723.000000 | 87.000000 | 3.300000 | 2636.000010 |
| SAAB B | 8 | 1.360000 | 3463.200000 | 86.200000 | 2.550000 | 3377.000000 |
| Swedbank A | 3 | 2.050000 | 613.500000 | 49.500000 | 8.780000 | 564.000000 |
| Fasadgruppen Group | 38 | 0.550000 | 4187.600000 | 46.600000 | 1.130000 | 4140.999992 |
| Resurs Holding | 22 | 0.970000 | 617.320000 | 43.320000 | 7.550000 | 573.999998 |
| MedCap | 2 | -1.080000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| AcadeMedia | 12 | 0.320000 | 593.280000 | 36.280000 | 6.510000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.290000 | 388.600000 | 33.600000 | 9.460000 | 355.000000 |
| Norva24 Group | 16 | -0.440000 | 573.440000 | 30.440000 | 5.610000 | 543.000000 |
| Intrum | 4 | 2.190000 | 551.200000 | 24.200000 | 4.590000 | 527.000000 |
| OEM International B | 7 | 1.160000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Eastnine | 4 | 1.120000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Securitas B | 6 | 2.180000 | 584.520000 | 14.520000 | 2.550000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Coor Service Management Hold. | 8 | 0.970000 | 539.200000 | 7.200000 | 1.350000 | 532.000000 |
| Karnov Group | 9 | -0.330000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.390000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Creaspac SPAC | 6 | -0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | 0.090000 | 544.750000 | -1.250000 | -0.230000 | 546.000000 |
| Boozt | 12 | 1.320000 | 1652.400000 | -1.600000 | -0.100000 | 1653.999996 |
| Midsona B | 63 | 0.880000 | 580.230000 | -2.770000 | -0.480000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.550000 | 3843.000000 | -7.000000 | -0.180000 | 3850.000000 |
| Corem Property Group B | 59 | 1.100000 | 569.940000 | -7.060000 | -1.220000 | 576.999999 |
| CTEK | 13 | 1.250000 | 506.090000 | -27.910000 | -5.230000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.530000 | 565.500000 | -29.070000 | -4.890000 | 594.565215 |
| Essity B | 2 | -1.390000 | 537.800000 | -36.200000 | -6.310000 | 574.000000 |
| Vivesto | 1368 | -0.340000 | 558.960000 | -54.040000 | -8.820000 | 612.999432 |
| Essity A | 4 | -1.470000 | 1076.000000 | -73.000000 | -6.350000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.800000 | 2948.400000 | -135.600000 | -4.400000 | 3083.999994 |
| OX2 | 22 | 4.100000 | 1842.500000 | -146.500000 | -7.370000 | 1989.000002 |
| Axfood | 15 | -3.310000 | 3900.000000 | -400.000000 | -9.300000 | 4300.000005 |
| Ovzon | 64 | -0.190000 | 3392.000000 | -604.000000 | -15.120000 | 3996.000000 |
| TOTAL | 48459.380000 | -628.190000 | -0.55047% | 49087.564636 |
Updated:¶
'2023-02-01 13:32:49.169948'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
